Nvidia-Intel alliance to boost long-term demand for ABF substrates

Nvidia and Intel have announced a rare partnership to jointly develop next-generation AI data center and PC platform chips. Despite predominantly negative market interpretations, the industry remains optimistic that this “powerful collaboration” will promote closer integration of GPU and CPU designs, thereby driving increased demand for high-end ABF substrates. Leading suppliers closely working with both companies are expected to be the biggest beneficiaries.

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Commentary: Xiaomi recall highlights global carmakers’ divide on auto driving

Xiaomi Auto’s sweeping recall in China has shaken the market, exposing more than a technical glitch. Beneath the surface lies a widening strategic rift in the global auto industry. Legacy giants from Europe, the US, Japan, and South Korea are locked in a race against China’s new-energy insurgents led by companies like Xiaomi Auto. It’s a tortoise-and-hare contest in autonomous driving, with each camp following sharply divergent strategies.

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